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Haberer Registered Investment Advisor’s iShares Russell 2000 ETF IWM Stock Holding History

Haberer Registered Investment Advisor’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$12K Sell
100
-34
-25% -$4.1K 0.01% 228
2014
Q4 		$16K Hold
134
– – 0.01% 208
2014
Q3 		$15K Sell
134
-34
-20% -$3.89K 0.01% 240
2014
Q2 		$20K Hold
168
– – 0.01% 227
2014
Q1 		$20K Hold
168
– – 0.01% 219
2013
Q4 		$19K Hold
168
– – 0.01% 210
2013
Q3 		$18K Sell
168
-2,157
-93% -$223K 0.01% 229
2013
Q2 		$226K Buy
+2,325
New +$222K 0.06% 102

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Haberer Registered Investment Advisor's IWM Position: Q1 2015 in Review

Haberer Registered Investment Advisor reduced its iShares Russell 2000 ETF (IWM) stake by 25% in Q1 2015, selling an estimated $4.1K and leaving 100 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #228.

Haberer Registered Investment Advisor first reported a position in IWM in Q2 2013 and has held it in 8 quarters since. The position peaked at $226K in Q2 2013. 865 funds tracked by Wall St. Rank hold IWM as of Q1 2015.

  • Haberer Registered Investment Advisor held 100 shares of iShares Russell 2000 ETF worth $12K as of Q1 2015.
  • Haberer Registered Investment Advisor sold 34 iShares Russell 2000 ETF shares in Q1 2015, an estimated $4.1K.
  • iShares Russell 2000 ETF made up 0.01% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #228 holding.
  • Haberer Registered Investment Advisor first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 8 quarters since.
  • Haberer Registered Investment Advisor's iShares Russell 2000 ETF position peaked at $226K in Q2 2013.
  • 865 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.